See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $860,218 | $99,877+761.3% | $84,966+912.4% | $145,922+489.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,127 | $3,231-34.2% | $2,727-22.0% | $4,660-54.4% |
| Participant deferral / active EE | $16,529 | $5,291+212.4% | $4,519+265.7% | $6,688+147.2% |
| Admin fee / account holder | $1,949 | $7,248-73.1% | $6,149-68.3% | $13,397-85.5% |